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SALIENT WEALTH PLANNING — PHILIP SMITH 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230706143502NAL0030516370004
SALIENT WEALTH PLANNING
Form 5500-SF
FILING_RECEIVED
PHILIP SMITH 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SALIENT WEALTH PLANNING
.
Find decision makers
Plan sponsor
Name
SALIENT WEALTH PLANNING
EIN
46-5076167
Address
3655 NOBEL DRIVE, STE 510 · SAN DIEGO, CA · 92122
Phone
(858) 552-8400
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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$1.1M · 7 participants
ALLIANCE CALIBRATIONS GROUP LLC
ALLIANCE CALIBRATIONS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 28 participants
KJM DESIGN
KJM DESIGN 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 3 participants
FIRST OHIO COMMUNITY FEDERAL C
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIRST OHIO COMMUNITY FEDERAL C 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 7 participants
RICHARDSON & COMPANY CPAS INC
RICHARDSON & COMPANY CPAS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 6 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
